Intellus Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Intellus Advisors’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.9M	Sell	331,858 -456	-0.1%	-$34.3K	3.27%	11
2026 Q1	$22.7M	Buy	332,314 +2,728	+0.8%	+$194K	3.1%	11
2025 Q4	$22.9M	Buy	329,586 +599	+0.2%	+$40.7K	3.04%	12
2025 Q3	$22.1M	Buy	328,987 +3,524	+1%	+$229K	3.03%	10
2025 Q2	$20.4M	Buy	325,463 +10,864	+3%	+$639K	3.04%	10
2025 Q1	$18.4M	Buy	314,599 +3,811	+1%	+$232K	3.22%	9
2024 Q4	$18.4M	Buy	+310,788	New	+$19M	3.18%	9

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intellus Advisors's RDVY Position: Q2 2026 in Review

Intellus Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.14% in Q2 2026, selling an estimated $34.3K and leaving 331,858 shares worth $26.9M. The position accounts for 3.27% of the portfolio, ranked #11.

Intellus Advisors first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Intellus Advisors held 331,858 shares of First Trust Rising Dividend Achievers ETF worth $26.9M as of Q2 2026.
Intellus Advisors sold 456 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $34.3K.
First Trust Rising Dividend Achievers ETF made up 3.27% of Intellus Advisors's portfolio in Q2 2026, its #11 holding.
Intellus Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.